One Wealth Advisors’s Bright Horizons BFAM Stock Holding History

One Wealth Advisors’s Portfolio BFAM Stock Details BFAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-695	Closed	-$82K	–	141
2018 Q3	$82K	Sell	695 -205	-23%	-$23.2K	0.06%	212
2018 Q2	$92K	Buy	900 +141	+19%	+$14.2K	0.07%	206
2018 Q1	$76K	Sell	759 -66	-8%	-$6.41K	0.07%	206
2017 Q4	$78K	Buy	+825	New	+$73.1K	0.06%	235

Other funds holding BFAM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

One Wealth Advisors's BFAM Position: Q4 2018 in Review

One Wealth Advisors sold out of Bright Horizons (BFAM) in Q4 2018, closing a stake of 695 shares — an estimated $82K sold.

One Wealth Advisors first reported a position in BFAM in Q4 2017 and held it in 4 quarters. The position peaked at $92K in Q2 2018. 303 funds tracked by Wall St. Rank hold BFAM as of Q4 2018.

One Wealth Advisors reported no remaining Bright Horizons position as of Q4 2018 after selling out during the quarter.
One Wealth Advisors sold 695 Bright Horizons shares in Q4 2018, an estimated $82K.
One Wealth Advisors first reported a position in Bright Horizons in Q4 2017 and held it in 4 quarters.
One Wealth Advisors's Bright Horizons position peaked at $92K in Q2 2018.
303 funds tracked by Wall St. Rank held Bright Horizons as of Q4 2018.

Based on One Wealth Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.